Document Categories

Overview

Document Categories are simply logical containers (like folders) to organize Document Types (work types).  They are primarily used to filter or find Document Types, but can also be used for some workflow assignments.  For example, a Delivery Plan can be setup to apply to a Document Category.  That means the Plan would apply to all jobs of Document Types that are under that Category.

A particular Document Type can only exist under one Document Category, but another Document Type of the same name (and perhaps same Template assignment and/or same other settings) can exist under additional Categories.